How_to_schedule_inspections_in_the_portal_

How to schedule inspections in the portal?

 

Version

2026.02

 

Overview

You can schedule inspections directly in portal to plan, track, and manage upcoming inspections in one place.

 

 

Instructions

 

Step 1: Sign in to the portal

Sign in to the portal with your account credentials.

Make sure you have permission to schedule inspections. If you don’t see inspection options, your role may be limited.

 

Step 2: Open the Building Permit section

From the main menu, go to Buidling Permit.

 

 

Step 3: Click View (on the tile) to open a permit. 

This area shows existing permits and allows you to create new ones.

 

 

 

Step 4: Create a new inspection

Select Inspections. 

 

 

 

Select Request Appointment. 

 

 

 

Step 5: Schedule inspection

Then choose or enter:

  • The property, unit, or location
  • The inspection type
  • The assigned inspector (if applicable)

 

 

Select the inspection date and time.

  • Some inspections may offer predefined time windows
  • Availability depends on your community’s setup

Confirm the details before continuing.

 

Step 5: Review and schedule

Review the inspection details, then select Request to confirm.

 

 

Once scheduled:

  • The inspection appears in the inspection list
  • The inspection status will show as pending
  • Any applicable notifications are sent automatically

 

Managing scheduled inspections

From the Inspections section, you can:

  • View upcoming and past inspections
  • Edit or reschedule an inspection (if permitted)
  • Cancel an inspection when needed

Changes are saved immediately and reflected in the portal.

 

Good to know

  • Inspection options vary by community configuration
  • Some inspections may require approval before they’re finalized
  • Scheduled inspections may sync with other systems

 

 

 

    • Related Articles

    • How customers records sync between Caselle and the portal?

      Version 2025.08 Overview Community Connect Portal stays up to date by syncing records directly from Caselle, which acts as the system of record. This sync ensures that account information, balances, and charges shown in the portal reflect what’s in ...
    • Why you may not receive portal emails

      Version 2026.02 Overview If you’re not receiving portal emails, it’s usually due to email settings, filters, or account details. Most issues can be resolved in a few quick checks. Instructions Check your spam or junk folder Portal emails can ...
    • How does the portal calculate fees?

      Version 2026.02 Overview Fees in the portal are calculated based on the type of charge, your community’s settings, and how you choose to pay. The exact amount you see is determined before you submit a payment. Below is a simple breakdown of how fees ...
    • What is Form 941 - Schedule B?

      Issue When I print the 941 Report, page 4 is something called Schedule B. What is Schedule B? What does it do? Why is it here? Explanation Schedule B will match the payments that you have by check issue date for your employees. It will show you the ...
    • Why a customer may not appear in the portal search?

      Version 2026.02 Overview If a customer doesn’t appear in portal search results, it’s usually because their record isn’t available to the portal yet or doesn’t meet the search criteria. Most issues are related to data syncing or record status. Below ...